Articles - Page 11
Financial Planning / Tax and Estate Planning / Wealth ManagementYear End Planning In 2020: A Year Like No Other
|Read MoreHere we are at the end of November with only five weeks left before the new year begins, and the one thing I think we...
Market CommentaryNumbers Don't Matter...until They Do!
|Read More“Numbers don’t matter” quipped an analyst on a recent call I listened to. He was lamenting the increase in a company’s share price while its...
Financial Planning / Wealth ManagementWhy Roth Conversions? Why Now?
|Read MoreUtilizing a Roth conversion strategy to lower one’s assets in a tax-deferred account is not a novel idea. Financial advisors and planners typically would recommend...
Firm NewsBecker Capital Becomes a PRI Signatory
|Read MoreBecker Capital Management is proud to announce that it has become a signatory of the United Nations-Supported Principles for Responsible Investment (PRI). The step...
Financial Planning / Wealth ManagementEquipping the Next Generation
|Read MoreOf the many life experiences that parents try to teach to the next generation, conversations about wealth and money is one of the most dreaded....
Market CommentaryDay-Trading’s Comeback
|Read MoreFor those with a long memory and an interest in the world of investing, the technology bubble in the late 1990s was a remarkable time,...